Nvidia eyeing up to $3B investment in Blackstone-backed power firm: The Information
科技股新闻：Nvidia eyeing up to $3B investment in Blackstone-backed power firm: The Information 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
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SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
科技股新闻：Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Palantir’s stock stages best week since 2024 — showing it’s no longer an ‘AI loser’
科技股新闻：Booming demand for Palantir’s AI solutions is restoring confidence in the company. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Two reasons why Nvidia’s stock saw its biggest weekly surge in more than a year
科技股新闻：The chip maker recorded its largest-ever weekly increase in market capitalization. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Tesla drags consumer discretionary sector in July; Ross Stores leads
科技股新闻：Tesla drags consumer discretionary sector in July; Ross Stores leads 相关标的：TSLA。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Apple tightens bug reporting as AI floods security teams
科技股新闻：Apple tightens bug reporting as AI floods security teams 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Why every tech giant wants to look like a cybersecurity company in the AI era
科技股新闻：As AI agents break free, tech giants are racing to turn cybersecurity into a core feature of their businesses. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
How much should an AI agent cost? No one can agree — and it’s creating chaos.
科技股新闻：Enterprise software providers are navigating uncharted waters as they experiment with different monetization methods. 相关标的：COST, NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Did China build a top-tier AI model by itself? A new report suggests Nvidia chips played a role.
科技股新闻：Alibaba has an agreement for Moonshot to use its Nvidia H200s, according to Bloomberg — but the Chinese tech giant pushed back against the report. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Supply-chain legend Tim Cook finally meets his match with Apple’s memory crunch
科技股新闻：Apple has found itself dealing with component shortages exacerbated by the AI boom, and the company is scrambling for solutions. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Is spending thousands of dollars on an AI certification worth it? Here’s how to decide.
科技股新闻：Job seekers are pursuing AI certifications in the hopes of standing out — and maybe getting paid more. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
South Korea’s chip giants just logged their biggest rally ever. What it means for the global AI trade.
科技股新闻：The Kospi saw its best-ever day on Friday, as the index came roaring back thanks to historical jumps in its big tech names. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。